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Femi T. Shote, MSF, ChFC, CFP®, AIF®, CKA®

Managing Director
RetireWiseCFP


LinkedIn


Areas of Concentration

Comprehensive Financial Planning, Investment Management, Investment Planning, Legacy Planning, Retirement Income Management, Retirement Planning, Sudden Wealth Management, Wealth Management, Wealth Transfer

Office Location

RetireWiseCFP
8000 Towers Crescent Drive, Suite 1350
Tysons Corner, VA 22182

Description

We specialize in working with clients seeking sustainable income and growth of their assets. Unlike a generalist, Femi Shote, CFP, ChFC, CLU, AIF (RetireWiseCFP.com) and Accredited Investment Fiduciary, focuses on creating and managing personalized portfolios using individual securities i.e. preferreds, growth, value, dividend-paying stocks, and bonds not mutual funds or expensive annuities to help our clients successfully capture risks that generate expected returns and limit risks that do not.

He believes your plan and portfolio should be clear, flexible, and should also perform with selected high-quality companies we can understand. We avoid opaque and complex instruments that introduce unnecessary risk and that would not permit us to put your best interest first at all times.

Independent Custodian: Fidelity Institutional Wealth Services

Licensed in these states: MA, VA

Check the background of this investment professional on FINRA BrokerCheck

Contact Femi